See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,301 | $99,079-35.1% | $77,999-17.6% | $273,961-76.5% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.5%-15.5pp | 83.0%-23.0pp |
| Annual return | 5.68% | 217.93%-212.2pp | 425.96%-420.3pp | 41.45%-35.8pp |
| Employer contribution / active EE | $2,585 | $3,308-21.8% | $2,470+4.7% | $4,869-46.9% |
| Participant deferral / active EE | $5,250 | $4,306+21.9% | $3,497+50.1% | $5,287-0.7% |
| Admin fee / account holder | $31,488 | $8,954+251.7% | $5,480+474.5% | $10,132+210.8% |